Kozak & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $716K | Buy |
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|
2025
Q2 | $684K | Buy |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $682K | Buy |
|
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|
2024
Q3 | $715K | Sell |
|
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|
2024
Q2 | $576K | Buy |
|
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|
2024
Q1 | $626K | Sell |
|
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|
2023
Q4 | $719K | Sell |
|
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|
2023
Q3 | $743K | Sell |
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|
2023
Q2 | $954K | Buy |
|
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|
2023
Q1 | $903K | Sell |
|
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|
2022
Q4 | $856K | Sell |
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|
2022
Q3 | $792K | Buy |
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|
2022
Q2 | $804K | Buy |
|
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|
2022
Q1 | $694K | Hold |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $775K | Buy |
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|
2020
Q4 | $643K | Buy |
|